Annuity Care… September 21 – CSU in Mt. Laurel 16 Sep 2022August 24, 2022 If you happen to be in the Mt. Laurel area on September 21, I am hosting what we are calling our "Regional" Care Solutions University. Space is limited and registration…
Asset Care… An Idea From My Dad 9 Sep 2022August 24, 2022 Let me lead off with where I ended last week .... Give me a call with your next LTC case. At worst, I will confirm whether we can compete and…
Annuity Care… Six Pack of Ideas 1 Jul 2022June 17, 2022 If you missed it, earlier this week we shares our six pack of ideas on LTC Coffee Break. Our objective was to get you thinking about the many opportunities that…
Asset Care… Sales Opportunity – SPDR 17 Jun 2022June 2, 2022 This past Tuesday on LTC Coffee Break, we shared one of the unique features of Asset Care - the Single Premium Drop-In Rider (SPDR). Today, I want to expand on…
Annuity Care… More Annuity Care 10 Jun 2022May 25, 2022 If you recall, a couple weeks ago, I shared a little bit about our strategy of transforming the tax-deferred accumulation in a nonqualified deferred annuity into tax-free distributions for long…
Asset Care… BIG NEWS!!!!!!!!!!!!! 20 May 2022May 19, 2022 If you haven't already heard, we have some GREAT NEWS!!!! Our Asset Care premiums are being reduced effective May 26, 2022. Here is a message from our president Dennis Martin.…
Asset Care… Asset Care Waiver of Premium 11 Feb 2022January 26, 2022 This week on LTC Coffee Break , Michael discussed how the Asset Care Waiver of Premium provision works. (Remember, the California product differs from the rest of the country.) The…
Annuity Care… Qualified Money & Annuity Care 4 Feb 2022January 26, 2022 For almost 2 years now, my friend and colleague Michael Florio and I have produced our LTC Coffee Break webcast. We drop a new episode every Tuesday at 10 am…
Annuity Care… 3 Unique Funding Strategies 28 Jan 2022January 4, 2022 If you have been paying attention, I have been on a roll with lists of 3. Staying with that theme and including the LTC Coffee Break Espresso Shot topic for…
Annuity Care… The Value of Two 17 Sep 2021September 29, 2021 This week, I am sharing a quick idea or two based upon a conversations that I had this past week with producers and advisors. Just a reminder, that I am…
Asset Care… How Qualified Money Works 28 May 2021May 13, 2021 This month, I am sharing a little about funding long term care premiums using qualified money. As a matter of fact, if you want to hear a few ideas, join…
Asset Care… Inherited IRA Funding Scenario 21 May 2021May 13, 2021 Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might…
Fridays with Fisher 
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